Job Opportunities

Job specification Trainee Wealth Manager Area: Johannesburg Key responsibilities Provide professional service to clients and complying with the requirements of the FAIS Act and Codes of Conduct, FICA and POCDATARA and all relevant legislation and Exchange Control procedures. Assist and supporting wealth managers in a para planner role with high level queries and associated requirements including assistance in implementation of the client services model as follows: Review quarterly consolidated client investment reports with wealth managers. Provide quarterly investment market updates, fact sheets etc., to clients. Prepare client meeting packs for wealth managers. Produce minutes of meetings and action items and set up tasks for wealth managers. Instruct and monitor implementation of non-advice action items. Prepare proposals for clients based on Wealth Manager instructions. Legal and technical monitoring – ensuring adherence to all relevant legislation including but not limited to the... Read More

Job specification Consultant – Employee Benefits Consulting Area: Johannesburg Key responsibilities Provide professional advice to clients and comply with the requirements of the FAIS Act and Codes of Conduct. Consult to and service the portfolio of clients in accordance with the service model and consulting agreements. Prepare and present client meeting packs to the participating employer forums/trustee boards in terms of the service model. Retention of existing clients. Service the portfolio of allocated third party broker clients. Conduct client risk re-brokes in terms of the service model. Provide clients with an annual benefits comparison/market benchmark using the Sanlam Annual. Benchmark as per service model. Ensure that annual benefit statements are checked and issued for client portfolio. Initiate and manage clients’ member engagement strategy in conjunction with the MAPS team. Manage member underwriting requirements and acceptances process for client portfolio. Assist... Read More

Job specification Wealth Management positions Area: GTC national offices GTC, one of South Africa’s leading advisory practices (formerly Grant Thornton Capital), has several vacancies for wealth managers. As a consequence of the counselling requirements of Section 36 of the Pension Funds Act, GTC is required to provide financial advice to numerous members on an ongoing basis. GTC’s proprietary technology platform sees that retirement fund members are communicated with through a combination of automated process and people engagement. For those members seeking financial advice (ordinarily having recently joined or leaving a company sponsored retirement fund), these leads are passed on from GTC’s counsellors to wealth managers responsible for new business. GTC seeks wealth managers to fulfil this advisory role. These positions are in each of the GTC offices around the country and accommodate financial planners with varying degrees of experience and... Read More

Job specification Wealth Management positions within Member Advice Portal Support (MAPS)  Area: GTC Cape Town GTC, one of South Africa’s leading advisory practices (formerly Grant Thornton Capital), has several vacancies for wealth managers. As a consequence of the counselling requirements of Section 36 of the Pension Funds Act, GTC is required to provide financial advice to numerous members on an ongoing basis. These positions would be held in the GTC Cape Town office and would accommodate financial planners with varying degrees of experience and expertise. Type of positions available  Under supervision – RE5 already attained. 3-5 years’ experience with RE5 and studying towards CFP. 5 + years’ experience with CFP. Key responsibilities New business development Provide financial advice and conclude new business from various sources, primarily from leads generated from GTC’s retirement benefit counselling programme whereby members have requested that... Read More